Types of personal information we collect and handle.
We will collect and retain the information and supporting documentation you provide during your interactions with us. This may include your contact details, your personal details, the details of your interactions with us, communication preferences, fee payments, services undertaken including assessments and results, attendance at and participation in our marketing activities, purchase or supply details including payment, delivery and order details. We may also use targeted internet searches and publicly available information to maintain our records. We may disclose your personal information:
As outlined in the applicable collection notice
To contracted service providers which we use to perform services on Our behalf – such as information technology, hosting and data storage, education & exams, conferences & events, mailing houses, logistics, security, research, marketing & communication, and external business advisers. When selecting these providers, we take into consideration their data handling processes and require them to take reasonable steps to protect your information from unauthorised access, use and disclosure.
To a purchaser or potential purchaser of our business (but only where it is necessary to do so and under appropriate confidentiality obligations)
To our legal advisors or other professional advisors and consultants (including auditors) engaged by us
To law enforcement or government and regulatory bodies to comply with legal obligations such as Department of Home Affairs, Australian Taxation Office, Tax Practitioners Board, ASIC, Financial Ombudsman Service or their international equivalents in the countries in which we operate.
To law enforcement and regulatory bodies as required or permitted by law, and
Without your consent as required under court orders, subpoenas and other legal processes or investigations as required by law.
We will ensure that any third-party service provider that we use commits to an appropriate level of security and confidentiality to protect your personal data.
When you use our websites, chat rooms, forums, online teaching environments, message boards, news groups or other online services, any information that is disclosed in these areas may become public information and you should exercise your own judgment and caution when deciding to disclose your own or other individuals’ personal information.
Access to your personal data is limited to those who have a legitimate interest in it for the purpose of carrying out their duties and to third parties who perform services on our behalf.
Sensitive or special category data
We will only collect this type of information with your consent and necessary for the provision of the services you have requested. Examples include your tax file number, your identity documents, your family structure, your employment details, your financial details, and any reasonable information we require to provide the services you have requested.
What We do with your personal information
We process your personal information for the purpose of providing the services you have requested and have agreed to. In addition to the purposes outlined in our privacy policy, we may collect, use and/or disclose your personal information:
To correspond with you
To inform you of our activities, including seminars and conferences
To support and administer such activities.
To seek your feedback when you engage with us.
For a purpose for which you would reasonably expect us to use or disclose your personal information, and
For purposes to which you consent or as otherwise permitted by law.
We will obtain your consent for any specific use of your personal information not covered by this collection notice.
With whom do we share your personal information?
We may disclose your personal information to third parties were requested by you including the following:
Banks and lending institutions
Legal institutions
Australian Government bodies
Any other organisation you request information to be provided.
Contracted service providers as identified in Our Privacy Policy.